Method Community

Hi jdaniello, I just wanted to give you additional information on my previous response. I just wanted to touch base on the way a lead is managed in Method. 1. A lead can be generated from advertisements, employee referrals, external referrals, trade shows, websites, call center lists, and seminars.  2. These can then be entered ...

Hi there, Thanks for the post and all the details. Using a linked field would not work in your scenario because you don’t have an existing relationship between your Sales Orders or Purchase Orders. For this to work you would have to have a field on the PO table to relate it the Sales Order, kind of like having a Customer drop down on ...

We have a need for an employee to receive his workorders at two different email addresses .  We have tried using a comma and a semicolon and both would not work. Any ideas?

 Hi MethodPRonen, Thank you for your replies.  I have implemented your technique on page load.  It is close to what I want.  The grid is sorted on a field other than RecordID.  Unfortunately, the Retrieve Value From Table action provides no sorting parameters.  As you indicated in your instructions, I am retrieving ...

HI jdaniello, If your company will never offer the products and services that the lead was requiring, then you will need to set the status of the lead to inactive. If your company will sometimes in the future offer the products and services that they were looking for, but doesn’t currently offer it then I would leave the lead as active ...

Hi Viret, Just as a follow-up to what we have dscussed, I wanted to let you know that this is not how we normally set the actve ID on our original screens. The way we set an active ID is when we open up a tab link, a screen, a pop-up, and when you click on Select within a grid to populate the information onto the screen.   I ...

In our business, every order starts with filling out a Sales Order. I'm setting up method so that all the different forms (except quotes) are generated based off the Sales Order - Invoices, Purchase Orders, Credit Memos, etc. (If you're wondering why you would related POs to a Sales Order, its because we're a drop shipping company, ...

Viret - I haven't tried doing anything like this before, but if I were to take a stab at it I'd probably start by looking at the "Advanced" options for the screen in question (when you edit the screen, there is an "Advanced" button at the top of the field/object list). This section allows you to create an action list ...

Hi viret56, From my understanding, you want set the screen to show the first value that is on the grid and do so without having to click on the screen to populate the information on the screen.  If so, you need to do the following steps: 1. Check the filter criteria on the screen and make sure that the sorting is done by RecordID and ...

Great. Thank you. What is the key field I need to use in order to update the opportunity table?